Leelyn Smith, LLC
- SEC CIK
- 0001777817
- 最新申報
- 2026/7/23
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/31 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 134
- 較 2025 年第 1 季 +5
- 總值
- $6.10 億
- 較 2025 年第 1 季 +$4,678 萬 (+8.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| HBANHuntington Bancshares Inc | COM | 11,829 | $19.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 460 | $20.2 萬 | <0.1% | +460 | 新進 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 843 | $20.3 萬 | <0.1% | +843 | 新進 | – |
| PLDPrologis, Inc. | REIT | 1,943 | $20.4 萬 | <0.1% | +15+0.8% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,402 | $21.1 萬 | <0.1% | +3,402 | 新進 | – |
| Calamos ETF Tr12811T860 | NASDAQ 100 STRUC | 8,111 | $21.4 萬 | <0.1% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 695 | $21.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,822 | $21.5 萬 | <0.1% | +7+0.4% | 加碼 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 849 | $21.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 648 | $22.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 770 | $22.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,152 | $22.5 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,317 | $23.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 662 | $23.6 萬 | <0.1% | +662 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,050 | $24.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 1,847 | $24.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,024 | $28.6 萬 | <0.1% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 1,415 | $30.1 萬 | <0.1% | +1,415 | 新進 | 歷史 |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 9,505 | $31.9 萬 | 0.1% | −1,283−11.9% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 1,357 | $33.5 萬 | 0.1% | +9+0.7% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 820 | $34.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,262 | $36.5 萬 | 0.1% | −220−4.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X184 | UTILITIES ALPH | 8,766 | $37.2 萬 | 0.1% | +8,766 | 新進 | – |
| WMWaste Management Inc | Stock | 1,653 | $37.8 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 7,222 | $40.5 萬 | 0.1% | −569−7.3% | 減碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 1,965 | $41.8 萬 | 0.1% | −197−9.1% | 減碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 14,736 | $46.5 萬 | 0.1% | −656−4.3% | 減碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,741 | $46.9 萬 | 0.1% | −179−9.3% | 減碼 | – |
| RTXRTX Corp | Stock | 3,396 | $49.6 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,345 | $55.6 萬 | 0.1% | +16+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,960 | $57.8 萬 | 0.1% | +7+0.4% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,963 | $59.6 萬 | 0.1% | +12+0.4% | 加碼 | 歷史 |
| Hartford FDS Exchange Traded41653L404 | SCHRDRS TAX BD | 38,493 | $72.0 萬 | 0.1% | −2,882−7.0% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 14,461 | $73.4 萬 | 0.1% | −270−1.8% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 5,465 | $74.5 萬 | 0.1% | +473+9.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,683 | $75.1 萬 | 0.1% | +253+3.4% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 3,532 | $77.4 萬 | 0.1% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 1,564 | $79.5 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 31,049 | $89.9 萬 | 0.1% | +5,776+22.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,661 | $97.6 萬 | 0.2% | −37−1.4% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,574 | $110.1 萬 | 0.2% | +347+10.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,422 | $114.0 萬 | 0.2% | +1,422 | 新進 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 10,327 | $114.0 萬 | 0.2% | +1,019+10.9% | 加碼 | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 28,961 | $121.7 萬 | 0.2% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 8,956 | $127.1 萬 | 0.2% | +1,382+18.2% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 2,243 | $133.0 萬 | 0.2% | +121+5.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 25,458 | $144.7 萬 | 0.2% | +767+3.1% | 加碼 | – |
| FTNTFortinet, Inc. | Stock | 15,824 | $167.3 萬 | 0.3% | +147+0.9% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 5,696 | $178.8 萬 | 0.3% | +140+2.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,318 | $188.5 萬 | 0.3% | 00.0% | 不變 | – |
| TEAMAtlassian Corp | CL A | 9,341 | $189.7 萬 | 0.3% | +758+8.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 20,327 | $197.9 萬 | 0.3% | +398+2.0% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 8,295 | $199.1 萬 | 0.3% | +3,452+71.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,243 | $202.7 萬 | 0.3% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 9,990 | $204.4 萬 | 0.3% | +43+0.4% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 39,724 | $205.8 萬 | 0.3% | +2,033+5.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,868 | $214.5 萬 | 0.4% | +622+8.6% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 23,443 | $226.2 萬 | 0.4% | +1,210+5.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 49,048 | $227.0 萬 | 0.4% | +1,781+3.8% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 23,257 | $234.8 萬 | 0.4% | +1,330+6.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 99,337 | $240.8 萬 | 0.4% | +5,729+6.1% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,655 | $242.4 萬 | 0.4% | 00.0% | 不變 | – |
| MPWRMonolithic Power Systems, Inc. | COM | 3,324 | $243.1 萬 | 0.4% | +193+6.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 17,168 | $245.8 萬 | 0.4% | +583+3.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 18,624 | $245.9 萬 | 0.4% | +957+5.4% | 加碼 | 歷史 |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 62,815 | $247.8 萬 | 0.4% | −1,004−1.6% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 54,988 | $251.6 萬 | 0.4% | −1,832−3.2% | 減碼 | – |
| SYYSysco Corp | Stock | 33,658 | $254.9 萬 | 0.4% | +962+2.9% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 8,897 | $256.2 萬 | 0.4% | +343+4.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,230 | $257.7 萬 | 0.4% | +229+2.5% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 29,655 | $258.5 萬 | 0.4% | +663+2.3% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 45,767 | $258.7 萬 | 0.4% | +792+1.8% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 21,915 | $263.1 萬 | 0.4% | +21,915 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 26,182 | $267.9 萬 | 0.4% | +875+3.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,804 | $268.8 萬 | 0.4% | −90−1.5% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,618 | $269.2 萬 | 0.4% | +73+2.9% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 80,025 | $271.2 萬 | 0.4% | −107−0.1% | 減碼 | 歷史 |
| KKellanova | Stock | 34,937 | $277.9 萬 | 0.5% | +379+1.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,719 | $285.9 萬 | 0.5% | +440+2.4% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 31,191 | $286.4 萬 | 0.5% | +295+1.0% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 41,705 | $288.1 萬 | 0.5% | +1,357+3.4% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 66,789 | $289.0 萬 | 0.5% | +421+0.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 18,243 | $290.6 萬 | 0.5% | +559+3.2% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 50,638 | $296.9 萬 | 0.5% | −70−0.1% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 11,011 | $303.5 萬 | 0.5% | −181−1.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 42,962 | $304.0 萬 | 0.5% | +869+2.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 29,760 | $320.8 萬 | 0.5% | +570+2.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,742 | $323.7 萬 | 0.5% | −180−1.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 8,206 | $332.7 萬 | 0.5% | +601+7.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 48,311 | $335.2 萬 | 0.5% | +79+0.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 47,542 | $337.7 萬 | 0.6% | +3,606+8.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 18,206 | $337.9 萬 | 0.6% | +299+1.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,645 | $338.4 萬 | 0.6% | −81−1.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 10,901 | $346.3 萬 | 0.6% | −149−1.3% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 48,214 | $357.1 萬 | 0.6% | +2,706+5.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 46,468 | $367.8 萬 | 0.6% | +3,661+8.6% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 24,450 | $381.3 萬 | 0.6% | +881+3.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 13,691 | $409.2 萬 | 0.7% | +406+3.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,591 | $418.8 萬 | 0.7% | +320+4.4% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 46,594 | $426.9 萬 | 0.7% | +1,393+3.1% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。